ALTY vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricALTYVXUSWinner
Expense Ratio0.50%0.05%
AUM$46M$156.5B
Dividend Yield7.39%2.60%
Holdings218,747
YTD Return+6.53%+14.57%
1Y Return+13.08%+27.82%
3Y Return (annualized)+11.17%+19.27%
5Y Return (annualized)+5.49%+9.28%
Volatility (annualized)16.2%15.1%
Max Drawdown-60.1%-39.9%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryAlternativeEquity
InceptionJul 13, 2015Jan 26, 2011

ALTY vs VXUS Performance

Global X Alternative Income ETF (ALTY) is a ETF from Global X by mirae Asset and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year ALTY returned +13.08% while VXUS returned +27.82%. Year to date, ALTY is up 6.53% versus a gain of 14.57% for VXUS.

Over three years, ALTY compounded at +11.17% per year against +19.27% for VXUS; over five years the annualized figures are +5.49% and +9.28% respectively. Across the full 11-year window we track, VXUS has the edge at +4.86% annualized vs +1.76%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ALTY has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -60.1% for ALTY and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ALTY charges 0.50% per year while VXUS charges 0.05%. On a $10,000 position that is $50 vs $5 annually, a gap of $45 per year that compounds over a long holding period. On income, ALTY currently yields 7.39% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

ALTY and VXUS share 2 holdings out of 7878 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ALTYWeight in VXUSDifference
BIMAS:TR1.31%0.01%1.30%
AM1.20%0.02%1.18%

Frequently Asked Questions

Which is cheaper, ALTY or VXUS?

ALTY has an expense ratio of 0.50% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, ALTY or VXUS?

Over the past year ALTY returned +13.08% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (11 years), ALTY annualized +1.76% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, ALTY or VXUS?

ALTY has been the more volatile fund at 16.2% annualized versus 15.1% for VXUS. Worst drawdown: ALTY -60.1% vs VXUS -39.9%.

Should I hold both ALTY and VXUS?

ALTY and VXUS have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ALTY and VXUS?

ALTY and VXUS share 2 common holdings with a 0.0% weight overlap. Combined, they hold 7878 unique securities.

Which pays a higher dividend, ALTY or VXUS?

ALTY yields 7.39% while VXUS yields 2.60%, so ALTY currently pays the higher dividend yield.

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